![Jeffrey Sheldon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Jeffrey S.
Sheldon is a Chief Executive Officer at Cardinal Point Wealth Management Partners LLC and at Cardinal Point Capital Management ULC.
He has worked in the financial services industry for over 20 years.
Prior to co-founding Cardinal Point, Mr. Sheldon worked as a national business development and practice management consultant for a California-based financial turnkey asset management provider (TAMP) firm.
He began his career working for Assante Asset Management in Toronto as a regional business development associate in the Private Client division.
He later became a partner in a financial advisory practice that focused on servicing high net-worth professionals and small business owners in Canada.
He holds a Bachelor of Arts degree from Queen’s University.
| Sociétés | Poste | Début |
|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Directeur Général | - |
| Sociétés | Poste | Fin |
|---|---|---|
Cardinal Point Wealth Management Partners LLC
 Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point employs a long-term investment approach that incorporates globally diversified, asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations. | Directeur Général | 12/10/2022 |
Cardinal Point Wealth Management LLC
 Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point’s investment advice is based on a long-term investment approach that incorporate globally diversified asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations. | Directeur Général | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cardinal Point Wealth Management LLC
Cardinal Point Wealth Management LLC Investment ManagersFinance Cardinal Point’s investment advice is based on a long-term investment approach that incorporate globally diversified asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations. | Finance |
Cardinal Point Wealth Management Partners LLC
Cardinal Point Wealth Management Partners LLC Investment ManagersFinance Cardinal Point employs a long-term investment approach that incorporates globally diversified, asset allocation strategies. When formulating their investment advice and/or managing client assets, they ensure the investment strategies are appropriate to the needs of the client and consistent with the client's investment objectives and goals, risk tolerance, and time horizons, among other considerations. | Finance |
Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Finance |
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